See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,110 | $159,602-52.3% | $150,045-49.3% | $142,382-46.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.31% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,789 | $4,961-63.9% | $4,693-61.9% | $4,299-58.4% |
| Participant deferral / active EE | $2,225 | $8,310-73.2% | $7,997-72.2% | $6,507-65.8% |
| Admin fee / account holder | $55,813 | $14,846+275.9% | $13,435+315.4% | $12,624+342.1% |